Who owns WisdomTree Earnings 500 Fund?
- Ticker: EPS
- CUSIP Number: 97717W588
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Earnings 500 Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of WisdomTree Earnings 500 Fund stock
Who bought or sold WisdomTree Earnings 500 Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fiduciary Trust Company | 1.9M | $134M | -10% | Dec 2025 |
|
| LPL Financial | 1.5M | $103M | 6% | Mar 2026 |
|
| Morgan Stanley | 890k | $61M | -1% | Mar 2026 |
|
| Lido Advisors | 799k | $54M | -4% | Mar 2026 |
|
| Garrett Wealth Advisory Group | 750k | $51M | -9% | Mar 2026 |
|
| Private Advisor | 694k | $47M | 5% | Mar 2026 |
|
| Cetera Investment Advisers | 660k | $45M | 8% | Mar 2026 |
|
| WealthPlan Investment Management | 459k | $31M | 97% | Mar 2026 |
|
| Team Financial Group | 451k | $31M | 1% | Mar 2026 |
|
| CWM | 434k | $31M | 209424% | Dec 2025 |
|
| Financial Gravity Wealth | 287k | $20M | 4% | Mar 2026 |
|
| Kestra Advisory Services | 281k | $19M | 14% | Mar 2026 |
|
| Ieq Capital | 265k | $19M | 0% | Dec 2025 |
|
| Integrity Alliance | 262k | $18M | 4% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 197k | $13M | 4% | Mar 2026 |
|
| Stenger Family Office | 192k | $13M | 100% | Mar 2026 |
|
| Bank of America Corporation | 191k | $13M | 100% | Mar 2026 |
|
| Systelligence | 144k | $9.8M | -33% | Mar 2026 |
|
| Colony | 141k | $10M | 100% | Dec 2025 |
|
| Win Advisors | 129k | $8.8M | -10% | Mar 2026 |
|
| Eastern Bank | 110k | $7.5M | 0% | Mar 2026 |
|
| Marietta Wealth Management | 100k | $6.8M | 1% | Mar 2026 |
|
| Maia Wealth | 96k | $6.6M | 35% | Mar 2026 |
|
| Creative Planning | 90k | $6.1M | -1% | Mar 2026 |
|
| Susquehanna International | 89k | $6.3M | 177% | Dec 2025 |
|
| UBS Group | 87k | $6.0M | 3% | Mar 2026 |
|
| Vista Investment Management | 85k | $5.8M | -2% | Mar 2026 |
|
| TopTier Wealth Management | 80k | $5.5M | 100% | Mar 2026 |
|
| CFG Asset Management | 79k | $5.4M | 4% | Mar 2026 |
|
| Wells Fargo & Company | 78k | $5.3M | -4% | Mar 2026 |
|
| Flagship Wealth Advisors | 77k | $4.9M | -61% | Mar 2026 |
|
| Harbour Investments | 76k | $5.2M | 24% | Mar 2026 |
|
| Citigroup | 72k | $4.9M | 100% | Mar 2026 |
|
| Ameriprise Financial | 65k | $4.4M | 8% | Mar 2026 |
|
| Advisor Group Holdings | 54k | $3.8M | 8% | Dec 2025 |
|
| Prime Capital Investment Advisors | 51k | $3.5M | -4% | Mar 2026 |
|
| Betterment | 48k | $3.4M | -6% | Dec 2025 |
|
| Jones Financial Companies, L.L | 47k | $3.3M | 68% | Dec 2025 |
|
| Lowe, Brockenbrough & Company | 46k | $3.2M | 0% | Mar 2026 |
|
| Raymond James Financial | 46k | $3.2M | 18% | Dec 2025 |
|
| AssuredPartners Investment Advisors | 43k | $3.0M | 0% | Mar 2026 |
|
| Feltz Wealth PLAN | 42k | $2.9M | 342% | Mar 2026 |
|
| Goldman Sachs Group | 40k | $2.7M | -36% | Mar 2026 |
|
| Towle & Co | 39k | $2.6M | 100% | Mar 2026 |
|
| Beacon Financial | 38k | $2.6M | -2% | Mar 2026 |
|
| Rockland Trust | 36k | $2.4M | -2% | Mar 2026 |
|
| Modera Wealth Management | 35k | $2.4M | 0% | Mar 2026 |
|
| WealthPoint Financial | 35k | $2.5M | 0% | Mar 2026 |
|
| LongView Wealth Management | 33k | $2.4M | 85% | Mar 2026 |
|
| Pine Valley Investments Ltd Liability | 28k | $2.0M | 1% | Dec 2025 |
|
| Royal Bank of Canada | 26k | $1.8M | 6% | Mar 2026 |
|
| Chicago Partners Investment | 25k | $1.9M | -3% | Mar 2026 |
|
| Kmg Fiduciary Partners | 25k | $1.7M | -8% | Mar 2026 |
|
| Advisory Alpha | 24k | $1.6M | -2% | Mar 2026 |
|
| Daymark Wealth Partners | 23k | $1.6M | 100% | Mar 2026 |
|
| Envestnet Asset Management | 22k | $1.5M | 68% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 21k | $1.4M | 100% | Mar 2026 |
|
| Global Retirement Partners | 21k | $1.5M | -1% | Dec 2025 |
|
| FMR | 20k | $1.4M | 10% | Dec 2025 |
|
| GM Advisory | 18k | $1.2M | 4% | Mar 2026 |
|
| Ameritas Advisory Services | 17k | $1.2M | -11% | Mar 2026 |
|
| Herold Advisors | 16k | $1.1M | -2% | Dec 2025 |
|
| Holistic Planning | 15k | $1.0M | 57% | Mar 2026 |
|
| Beacon Financial Advisory | 14k | $980k | -7% | Mar 2026 |
|
| Integrity Advisory Solutions | 14k | $977k | 18% | Mar 2026 |
|
| BlackRock | 14k | $962k | 0% | Mar 2026 |
|
| Citadel Advisors | 14k | $958k | 136% | Mar 2026 |
|
| Summit Financial | 13k | $910k | -16% | Mar 2026 |
|
| Steward Partners Investment Advisory | 12k | $826k | -2% | Mar 2026 |
|
| Centaurus Financial | 12k | $821k | -2% | Mar 2026 |
|
| Arkadios Wealth Advisors | 12k | $820k | -11% | Mar 2026 |
|
| Atria Investments | 12k | $793k | -2% | Mar 2026 |
|
| Triad Wealth Partners | 11k | $768k | -42% | Mar 2026 |
|
| Concurrent Investment Advisors | 11k | $752k | -69% | Mar 2026 |
|
| Mariner Wealth Advisors | 11k | $746k | 0% | Mar 2026 |
|
| Essential Planning | 10k | $710k | 0% | Mar 2026 |
|
| Paul Damon & Associates | 10k | $681k | 0% | Mar 2026 |
|
| Quartz Partners | 9.2k | $630k | -9% | Mar 2026 |
|
| Parsons Capital Management | 9.0k | $610k | -1% | Mar 2026 |
|
| Parkside Financial Bank & Trust | 8.8k | $601k | 0% | Mar 2026 |
|
| Verus Capital Partners | 8.8k | $600k | 2% | Mar 2026 |
|
| Seek First | 8.8k | $598k | -9% | Mar 2026 |
|
| Melone Private Wealth | 8.8k | $597k | 0% | Mar 2026 |
|
| Cornerstone Wealth Management | 8.7k | $593k | 0% | Mar 2026 |
|
| AQR Capital Management | 8.6k | $588k | 100% | Mar 2026 |
|
| Institute For Wealth Management | 8.6k | $584k | 0% | Mar 2026 |
|
| Stifel Financial | 8.4k | $571k | -32% | Mar 2026 |
|
| Berger Financial Group | 8.1k | $554k | 0% | Mar 2026 |
|
| Brand Asset Management Group | 7.9k | $538k | -6% | Mar 2026 |
|
| Bouchey Financial | 7.8k | $557k | 0% | Mar 2026 |
|
| Commonwealth Equity Services | 7.6k | $520k | 3% | Mar 2026 |
|
| E&G Advisors | 7.4k | $504k | 0% | Mar 2026 |
|
| Kilter Group | 7.2k | $512k | 0% | Dec 2025 |
|
| SWMG | 6.9k | $468k | 0% | Mar 2026 |
|
| Redwood Financial Network Corp | 6.7k | $474k | 0% | Dec 2025 |
|
| Kelman-Lazarov | 6.5k | $442k | 67% | Mar 2026 |
|
| Western Wealth Management | 6.5k | $441k | 100% | Mar 2026 |
|
| Capital Group Private Client Services | 6.4k | $437k | 0% | Mar 2026 |
|
| Investment Partners Asset Management | 6.4k | $434k | 100% | Mar 2026 |
|
| M^T Bank Corporation | 5.9k | $404k | 0% | Mar 2026 |
|
| Branch Banking & Trust Company | 5.7k | $404k | 100% | Mar 2026 |
|
| First Trust Advisors | 5.6k | $381k | -8% | Mar 2026 |
|
| United Advisor Group | 5.6k | $380k | 26% | Mar 2026 |
|
| Strategic Financial Concepts | 5.4k | $367k | 100% | Mar 2026 |
|
| Optima Capital | 5.3k | $359k | 1% | Mar 2026 |
|
| Goss Wealth Management | 5.1k | $344k | -23% | Mar 2026 |
|
| Westwood Holdings | 5.0k | $338k | 0% | Mar 2026 |
|
| IFS Advisors | 4.9k | $332k | 0% | Mar 2026 |
|
| Belpointe Asset Management | 4.9k | $331k | 100% | Mar 2026 |
|
| Charter Trust | 4.7k | $322k | -13% | Mar 2026 |
|
| Focus Financial Network | 4.7k | $321k | -2% | Mar 2026 |
|
| Wedbush Morgan Securities | 4.7k | $321k | 100% | Mar 2026 |
|
| Integrated Wealth Concepts | 4.5k | $308k | 100% | Mar 2026 |
|
| Advisor Resource Council | 4.4k | $299k | -47% | Mar 2026 |
|
| Ashton Thomas Securities | 4.4k | $298k | 100% | Mar 2026 |
|
| Founders Financial Alliance | 4.3k | $293k | 1% | Mar 2026 |
|
| Advisory Services Network | 4.2k | $300k | 8% | Dec 2025 |
|
| Garrett Investment Advisors | 4.2k | $287k | 0% | Mar 2026 |
|
| CI Private Wealth | 4.2k | $235k | 21% | Mar 2026 |
|
| HPM Partners | 4.2k | $284k | 0% | Mar 2026 |
|
| CoreCap Advisors | 4.1k | $282k | -2% | Mar 2026 |
|
| AE Wealth Management | 4.1k | $276k | -55% | Mar 2026 |
|
| Independent Advisor Alliance | 4.0k | $275k | 100% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 4.0k | $275k | 6% | Mar 2026 |
|
| Mml Investors Services | 4.0k | $273k | -6% | Mar 2026 |
|
| Park Avenue Securities | 4.0k | $270k | -1% | Mar 2026 |
|
| Pnc Financial Services | 3.9k | $264k | -4% | Mar 2026 |
|
| Moller Financial Services | 3.7k | $254k | 0% | Mar 2026 |
|
| Nbc Securities | 3.6k | $246k | -39% | Mar 2026 |
|
| Mutual Advisors | 3.6k | $243k | 0% | Mar 2026 |
|
| We Are One Seven | 3.6k | $252k | -7% | Dec 2025 |
|
| Walkner Condon Financial Advisors | 3.5k | $241k | 0% | Mar 2026 |
|
| Umb Bank N A | 3.5k | $240k | 0% | Mar 2026 |
|
| Axxcess Wealth Management | 3.5k | $238k | 0% | Mar 2026 |
|
| Mosaic Family Wealth Partners | 3.5k | $237k | 100% | Mar 2026 |
|
| Luts & Greenleigh Group | 3.5k | $236k | 100% | Mar 2026 |
|
| Johnson Investment Counsel | 3.4k | $233k | 100% | Mar 2026 |
|
| Mercer Global Advisors | 3.3k | $228k | -52% | Mar 2026 |
|
| Farther Finance Advisors | 3.3k | $225k | 100% | Mar 2026 |
|
| Signal Advisors Wealth | 3.2k | $221k | 100% | Mar 2026 |
|
| Secured Retirement Advisors | 3.1k | $210k | -18% | Mar 2026 |
|
| Apollon Wealth Management | 3.0k | $203k | 0% | Mar 2026 |
|
| Nova Wealth Management | 2.2k | $151k | -20% | Mar 2026 |
|
| Beacon Investment Advisory Services | 2.0k | $133k | 100% | Mar 2026 |
|
| SJS Investment Consulting | 1.7k | $118k | 0% | Mar 2026 |
|
| REAP Financial Group | 1.7k | $112k | -21% | Mar 2026 |
|
| GPS Wealth Strategies Group | 1.4k | $97k | 0% | Dec 2025 |
|
| Coastline Trust | 1.2k | $84k | 0% | Mar 2026 |
|
| Fifth Third Bancorp | 1.0k | $69k | 100% | Mar 2026 |
|
| Brian McDonald | 1.0k | $72k | 0% | Dec 2025 |
|
| Hanson McClain Advisors | 806.00 | $57k | -22% | Dec 2025 |
|
Who sold out of WisdomTree Earnings 500 Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 138k | $9.5M |
| Retirement Financial Solutions | Dec 2025 | 82k | $5.8M |
| Per Stirling Capital Management | Dec 2025 | 72k | $5.1M |
| Jane Street | Dec 2025 | 31k | $2.2M |
| Hershey Financial Advisers | Dec 2025 | 24k | $1.7M |
| Wealth Enhancement Advisory Services | Dec 2025 | 22k | $1.6M |
| Seven Mile Advisory | Dec 2025 | 19k | $1.4M |
| ORG Partners | Sep 2025 | 10k | $691k |
| Rathbones Brothers | Dec 2025 | 9.0k | $637k |
| IFG Advisory | Dec 2025 | 5.9k | $420k |
| Capital Management Corporation | Dec 2025 | 3.2k | $224k |
| RMR Wealth Builders | Dec 2025 | 3.2k | $224k |
| Peterson Wealth Advisors | Dec 2025 | 2.9k | $206k |
| IFP Advisors | Dec 2025 | 1.7k | $119k |